Capital Performance Advisors’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
1,037
-1,172
-53% -$240K 0.04% 241
2025
Q1
$377K Buy
2,209
+1,044
+90% +$178K 0.08% 134
2024
Q4
$212K Buy
1,165
+587
+102% +$107K 0.07% 142
2024
Q3
$98.8K Buy
+578
New +$98.8K 0.03% 200